HHM Wealth Advisors’s Trustmark TRMK Stock Holding History

HHM Wealth Advisors’s Portfolio TRMK Stock Details TRMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.55K	Hold	164	–	–	﹤0.01%	669
2026 Q1	$6.91K	Hold	164	–	–	﹤0.01%	686
2025 Q4	$6.39K	Hold	164	–	–	﹤0.01%	674
2025 Q3	$6.5K	Hold	164	–	–	﹤0.01%	693
2025 Q2	$5.98K	Hold	164	–	–	﹤0.01%	673
2025 Q1	$5.66K	Hold	164	–	–	﹤0.01%	663
2024 Q4	$5.8K	Hold	164	–	–	﹤0.01%	665
2024 Q3	$5.22K	Hold	164	–	–	﹤0.01%	648
2024 Q2	$4.93K	Hold	164	–	–	﹤0.01%	633
2024 Q1	$4.61K	Hold	164	–	–	﹤0.01%	634
2023 Q4	$4.57K	Hold	164	–	–	﹤0.01%	635
2023 Q3	$3.56K	Hold	164	–	–	﹤0.01%	674
2023 Q2	$3.46K	Hold	164	–	–	﹤0.01%	698
2023 Q1	$4.05K	Buy	+164	New	+$4.85K	﹤0.01%	669

Other funds holding TRMK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HHM Wealth Advisors's TRMK Position: Q2 2026 in Review

HHM Wealth Advisors held its Trustmark (TRMK) position steady in Q2 2026 at 164 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

HHM Wealth Advisors first reported a position in TRMK in Q1 2023 and has held it in 14 quarters since. 289 funds tracked by Wall St. Rank hold TRMK as of Q2 2026.

HHM Wealth Advisors held 164 shares of Trustmark worth $7.55K as of Q2 2026.
HHM Wealth Advisors left its Trustmark share count unchanged in Q2 2026.
Trustmark made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #669 holding.
HHM Wealth Advisors first reported a position in Trustmark in Q1 2023 and has held it in 14 quarters since.
289 funds tracked by Wall St. Rank held Trustmark as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.